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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $298,525 | $156,398+90.9% | $147,318+102.6% | $138,895+114.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 13.99% | 78.75%-64.8pp | 70.43%-56.4pp | 145.39%-131.4pp |
| Employer contribution / active EE | $31,035 | $4,853+539.5% | $4,593+575.7% | $4,194+640.0% |
| Participant deferral / active EE | $20,817 | $8,237+152.7% | $7,906+163.3% | $6,396+225.5% |
| Admin fee / account holder | $80,150 | $14,976+435.2% | $13,708+484.7% | $12,562+538.0% |